Our clients are an established financial planning firm with a strong team-oriented culture.
There is a genuine commitment to a healthy working environment, where they value a balance as much as the focus on results.
This prospect will be based in the Adamstown office with parking available for those that prefer to drive to work.
This is a role for a Client Service Administrator who is comfortable working right across the advice process.
Our clients have a big focus on culture as they do enjoy regular team events, lunches together, and a very supportive approach towards learning and internal development.
You will ensure the smooth delivery of holistic advice services across a high-quality client base of clients ranging between wealth accumulators, pre-retirees and more.ResponsibilitiesAct as a key point of contact for clients, guiding them through onboarding, advice implementation,
and ongoing service1-1 support for the financial adviser with access to the offshore teamImplement financial advice recommendations and prepare documentationManage and coordinate documentation, compliance requirements, and client recordsSupport Financial Advisers with client meeting preparation, file notes, and follow-up actionsLiaise with third party product providers, super funds insurance and clientsExperience2+ years experience in financial planningXPLAN experience is highly regardedStrong organisational and communication skills with a client-first mindsetAbility to manage competing priorities while maintaining quality and compliance standardsBenefitsFlexible working arrangements and WFH OptionsGreat culture and advisers to work withAmple career progression opportunities - open to support PY
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